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SM Energy
SM

Overview Fund Activity

304 hedge funds and large institutions have $3.45B invested in SM Energy in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 129 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+38
Holders Change %
+14.29%
% of All Funds
7.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.18%
New
71
Increased
129
Reduced
66
Closed
31
Calls
$59.2M
Puts
$97.9M
Net Calls
-$38.7M
Net Calls Change
+$1.49M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$81.8M
2
Millennium Management
Millennium Management
New York
$93.9M
3
SFM
Systematic Financial Management
New Jersey
$39.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$260M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.2M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$11.2M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Prudential Financial
Prudential Financial
New Jersey
$22.4M
5
AR
Advisory Research
Illinois
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
176
Dorsey Wright & Associates
California
$808K +$808K +23,433 New
BC
177
Brookfield Corp
Ontario, Canada
$777K +$777K +22,540 New
NIPH
178
NN Investment Partners Holdings
Netherlands
$776K -$65.2K -1,890 -8%
UBS Group
179
UBS Group
Switzerland
$748K -$59.2K -1,715 -7%
AG
180
Aperio Group
California
$736K -$1.79K -52 -0.2%
Luther King Capital Management (LKCM)
181
Luther King Capital Management (LKCM)
Texas
$721K – – –
GCP
182
GSA Capital Partners
United Kingdom
$713K +$332K +9,630 +87%
CG
183
Cutler Group
California
$707K +$269K +7,826 +62%
ACM
184
Advent Capital Management
New York
$690K – – –
JCM
185
Jafra Capital Management
New York
$690K +$690K +20,000 New
PL
186
Parkwood LLC
Ohio
$690K +$690K +20,000 New
TCM
187
Texan Capital Management
Texas
$688K +$24.1K +700 +4%
PA
188
Profund Advisors
Maryland
$678K +$170K +4,919 +33%
RHBC
189
R.H. Bluestein & Co
Michigan
$676K +$276K +8,000 +69%
AJ
190
Ashburton (Jersey)
Jersey
$648K +$648K +18,800 New
ProShare Advisors
191
ProShare Advisors
Maryland
$641K +$143K +4,154 +29%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$629K +$11.6K +337 +2%
BF
193
BOK Financial
Oklahoma
$618K +$152K +4,420 +33%
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
$617K +$360K +10,439 +140%
B
195
Barings
North Carolina
$614K +$614K +17,800 New
CIC
196
Cornercap Investment Counsel
Georgia
$611K +$611K +17,715 New
URS
197
Utah Retirement Systems
Utah
$608K +$69K +2,000 +13%
1CM
198
1492 Capital Management
Wisconsin
$595K +$286K +8,304 +93%
NMIMC
199
Northwestern Mutual Investment Management Company
Wisconsin
$573K +$56.9K +1,649 +11%
PWPCM
200
Perella Weinberg Partners Capital Management
New York
$571K +$571K +16,551 New
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